WealthKeep Advanced Wealth Protection.

For people who can’t afford to lose money.

A four-cornered strategic approach to post-retirement wealth planning that prevents capital loss, guards against wealth erosion, minimizes tax loss and creates dependable income you can’t outlive.

Becoming a better investor means changing with your new normal.

When you retire, there is an enormous risk in continuing to invest like you did in your forties. Or fifties. Investors, even ones that made money in earlier years, often need help in making the shift to another set of strategies that are designed to protect what they’ve worked so hard to build.

Even if you were good at it in the past, you must stop trying to BEAT the market, because in the long run, you won’t.

You’re retired. You’re older, and wiser. Your investing time horizon has necessarily shortened to match your life expectancy That means your ability to take on market risk has greatly diminished. You must stop wasting your time and energy attempting to interpret the financial tea leaves as if you were the only inhabitant of this planet to have access to the magic formula!

In your golden years, you need a superior strategy, one that protects your assets against market losses. Its time to build a fortress around your assets, and create dependable income streams that will live longer than you.

Passive and principal-protected investing strategies do not depend on roaring stock markets to make and keep wealth. On the contrary, personal goals-based asset models designed to eliminate market risk, protect your principal and generate dependable income, are at the heart of Advanced Wealth Protection solutions.

For pre-retirement clients, we recommend passive strategies to market investing, relying heavily on asset allocation models to guide our decisions.

For post retirement clients, we rely solely on passive-based guaranteed principal-protected strategies so there is never the risk of losing principal while preserving the potential for growth. That’s called Advanced Wealth Protection.

This is the literally other side of the wealth coin.

Lasting wealth is about what you keep, and Active Keep is a dedicated strategy to pay the necessary attention to the other half of the wealth equation by creating a rigorous money keeping system.

Being a good investor is no longer good enough. In retirement, you must become a skilled money steward. That means handling your money on a day-to-day basis with the utmost care and attention that you gave to portfolio building in all the decades prior.  It’s likely that you already know a number of active money keeping strategies (like sticking to a budget or keeping debt at bay), but have you built a system that can almost automatically repair the cracks that your money now slips through?

WealthKeep Advanced Wealth Protection. Ask us how you can protect and preserve your assets, and how you can generate dependable income you cannot outlive.

Keeping wealth–protecting it–is the critical step in ensuring your golden years are happy, productive and worry-free. After all, what’s the use of taking decades to build wealth if you don’t know how to keep it? 

Because retirement demands a new set of rules, knowing how to preserve your assets, employ principal-protected growth strategies, control spending and debt, minimize taxes and create never-ending income streams, must be the focus of your retirement playbook.

WealthKeep Advanced Wealth Protection is for people who can’t afford to lose money.


Being a good investor is no longer good enough. In retirement, you must become a skilled money steward. That means handling your money on a day-to-day basis with the utmost care and attention that you gave to portfolio building in all the decades prior.  It’s likely that you already know a number of active money keeping strategies (like sticking to a budget or keeping debt at bay), but have you built a system that can almost automatically repair the cracks that your money now slips through?


Never. Lose. Money.